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The second annual Women in Wealth Management Awards celebrated seven women for their achievements.
November 16 -
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Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.
November 16 -
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The latest data shows inflation is continuing to cool. Which investments could benefit from the slowdown, and which ones could get burned?
November 15 -
The Wall Street regulator shows strong interest in preventing relatively new forms of technology from being misused in ways that can harm investors.
November 15 -
According to Cerulli Associates, technology is not only helping advisors become more efficient but also influencing decisions related to how and where they practice.
November 15 -
Carl Peterson retired in June after more than a decade as vice president of small firm interests at the AICPA & CIMA. He has been named one of Accounting Today's Top 100 Most Influential People in Accounting every year since 2014.
November 15 -
Analysts have been debating the impact on household finances and the economy as Americans resume student loan payments. There's already a squeeze from higher interest rates, which are expected to slow consumer spending and economic growth.
November 15 -
The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.
November 15












